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    Ronit Shah

    Research Analyst at Wells Fargo

    Ronit Shah is an Equity Research Analyst focused on software at Wells Fargo, specializing in coverage of major companies within the technology and software sector. He analyzes and provides investment research on leading software firms, delivering industry insights and evidence-based recommendations to institutional clients. With a track record shaped by experience at Wells Fargo and a primary focus on software equities, Shah leverages his expertise in the field to inform investment decision-making. He holds professional credentials appropriate for an equity research analyst, combining sector knowledge with analytical rigor, and is based in San Francisco.

    Ronit Shah's questions to 8X8 INC /DE/ (EGHT) leadership

    Ronit Shah's questions to 8X8 INC /DE/ (EGHT) leadership • Q1 2026

    Question

    Ronit Shah of Wells Fargo inquired about any noticeable uptick in migrations from legacy on-premise vendors and also asked about the growth and opportunity set for Rich Communication Services (RCS).

    Answer

    CEO Samuel Wilson confirmed that challenges at legacy vendors create a tailwind and that the need for cloud-native platforms to leverage AI is driving migrations. Regarding RCS, Wilson reported an acceleration in interest due to its advanced capabilities, noting that 8x8 is carrying traffic in the U.S. and expanding to Europe, viewing it as a significant opportunity for its CPaaS business.

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    Ronit Shah's questions to Clear Secure (YOU) leadership

    Ronit Shah's questions to Clear Secure (YOU) leadership • Q2 2025

    Question

    Ronit Shah, on for Michael Turrin, asked how CLEAR is thinking about the second half of the year given flat-to-down forecasts from airlines, and whether the company's accelerated product cadence is driving its outperformance versus general travel demand.

    Answer

    CEO Caryn Seidman Becker noted that CLEAR had a record travel volume quarter despite flat industry trends, highlighting the opportunity for continued market penetration. CFO Jennifer Hsu added that while overall traffic was slightly down, CLEAR's member base grew 7.5%. Both Caryn Seidman Becker and President Michael Barkin clarified that recent growth was driven by the core value proposition and experience improvements, not the newest product launches like Concierge and International, which are still in early stages.

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    Ronit Shah's questions to KALTURA (KLTR) leadership

    Ronit Shah's questions to KALTURA (KLTR) leadership • Q1 2025

    Question

    Ronit Shah, on for Michael Turrin of Wells Fargo, asked about the key drivers behind the record high ARR per customer and requested an update on the company's AI monetization strategy since the last Investor Day.

    Answer

    Ron Yekutiel (executive) explained that the primary driver for the record ARR per customer is existing clients consolidating their needs and adopting more products and use cases, which has a greater impact than price increases. On AI, he reported significant progress, with over 150 customers in the POC funnel. He stated that for the first time, the company has monetizable opportunities in its pipeline and expects to begin closing AI-related deals in the coming quarters.

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